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Artificial intelligence

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

Artificial intelligence

Chinese AI giants pivot toward proprietary models to drive revenue, performance

Semiconductors

China’s No 3 foundry Nexchip files for Hong Kong listing to scale output

Huawei

Huawei’s profit rises 8.6% in 2025 as overall performance remains steady

‘We are moving towards a future that is full of uncertainty, so we have to remain true to our strategy,’ rotating chairwoman Meng says.

Huawei spent a record 192.3 billion yuan on research and development last year. Photo: Xinhua
Huawei spent a record 192.3 billion yuan on research and development last year. Photo: Xinhua
Artificial intelligence

Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips

Hub launches new cluster built with Huawei advanced chips, delivering 11,000 petaflops of computing power in push for home-grown tech.

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Artificial intelligence

Xiaomi, Alibaba ramp up AI recruitment amid global talent war

AI-related positions account for more than 80 per cent of Alibaba’s open roles, up from around 60 per cent last year.

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DeepSeek

‘I no longer knew how to work without it’: DeepSeek outage cuts off millions

Chinese AI start-up restores chatbot service by Monday morning after overnight disruption affects millions of users.

DeepSeek issued fixes between 1am and 9am on Monday. Photo: Xinhua
DeepSeek issued fixes between 1am and 9am on Monday. Photo: Xinhua
Artificial intelligence

What is Yuanjie, the Chinese chipmaker whose share price has soared nearly 900%?

Yuanjie’s rise underscores how China’s optical chip firms are riding the AI infrastructure boom, with data centre demand driving growth.

Semiconductors

Chinese analogue chipmakers raise prices as mature-node producers poised to gain

Higher prices give China’s mature-node producers room to compete with US, European rivals without sacrificing too much margin, analysts say.

Artificial intelligence

Alibaba to deploy AI ‘digital workforce’ for millions of merchants on Taobao, Tmal

OpenClaw frenzy accelerates shift to autonomous AI, as Alibaba equips merchants with always-on digital workers.

People walk past a billboard promoting Tmall’s Singles’ Day sale at a popular shopping district in Beijing on November 10, 2025. Photo: AP
Semiconductors

China’s self-sufficiency drive hits new milestone with powerful RISC-V chips

The Xiangshan high-performance processor is the latest effort from China to push the boundaries with RISC-V architecture.

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An AI-themed display is seen at the 2026 Zhongguancun Forum in Beijing on Friday. Photo: Xinhua
An AI-themed display is seen at the 2026 Zhongguancun Forum in Beijing on Friday. Photo: Xinhua
Artificial intelligence

OpenClaw effect: explosion in AI token use adds fuel to Chinese AI development

Surging demand supports price increases that will sustain development of new and better models, Zhipu AI CEO says.

Semiconductors

China’s top chip foundry SMIC unveils growth action plan

Firm aims for above-average growth this year under plan for ‘optimising existing stock and digging for new increments’.

Greater Bay Area

Greater Bay Area trails peers in research despite strong tech potential: report

Southern China cluster of cities lags in basic research and original innovation, with talent gaps adding to challenges, Deloitte says.

A robotic arm operates on an autonomous production line in Shenzhen. Photo: Reuters
Artificial intelligence

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

A decline in memory firms’ share prices started with Samsung and SK Hynix, then extended to include Chinese memory firms GigaDevice Semiconductor and Montage Technology. Photo: Shutterstock Images
A decline in memory firms’ share prices started with Samsung and SK Hynix, then extended to include Chinese memory firms GigaDevice Semiconductor and Montage Technology. Photo: Shutterstock Images
Mainland China

Meituan posts second consecutive quarterly loss amid instant commerce battle

The Beijing-based company had a challenging 2025 after local e-commerce giant JD.com jumped into food and grocery deliveries.

Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

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Pinduoduo

Pinduoduo operator’s profit slides as firm cites higher reinvestment

Results reflect a pivotal year for PDD Holdings, as breakneck growth gives way to more stable pace.

Revenue from online marketing services and other segments – primarily indicating revenue from domestic platform Pinduoduo – grew 5 per cent year on year. Photo: Shutterstock
Revenue from online marketing services and other segments – primarily indicating revenue from domestic platform Pinduoduo – grew 5 per cent year on year. Photo: Shutterstock
Artificial intelligence

China names Beijing, urban clusters as major tech hubs in self-reliance push

Vice-Premier Ding Xuexiang says national capital and its neighbours should become ‘world-class science centre’ at high-profile tech forum.

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Autonomous vehicles

China’s WeRide eyes Hong Kong, Singapore roads for robotaxi services

Company plans to put self-driving taxis and buses on Hong Kong streets this year, while Singapore service starts April 1 through Grab.

Alibaba

Alibaba debuts what it calls most powerful CPU core of its kind

The launch comes as AI agents are becoming the latest battlefield for Chinese tech companies after OpenClaw took the industry by storm.

Alibaba’s XuanTie C950 was introduced at the company’s annual ecosystem conference in Shanghai on Tuesday. Photo: Handout
Electric & new energy vehicles

3 Chinese EV makers raise prices – but demand slowdown could force reversal

Xiaomi, Chery and FAW adjust prices amid surging chip and raw material costs, but analysts say soft sales could undermine gains.

Xiaomi is the latest EV maker to adjust pricing of some models. Photo: Reuters
Xiaomi is the latest EV maker to adjust pricing of some models. Photo: Reuters
Artificial intelligence

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

Robotics

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI

China’s microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best, says Huang.

US-China relations

TP-Link’s Chinese founder Jeffrey Chao seeks US$1 million Trump Gold Card visa

The router manufacturer is under investigation over concerns that its links to China may pose an unacceptable threat to US national security.

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A poster showing the Trump Gold Card is pictured in the White House in September 2025. Photo: AP
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